宝通科技(300031) - 宝通科技调研活动信息

Group 1: Company Overview and Financial Performance - The main business of Baotong Technology is industrial internet, focusing on intelligent material transportation services, achieving a revenue of 1.334 billion CNY in the first half of 2021, a year-on-year increase of 1.63% [2] - The net profit attributable to the parent company for the same period was 249 million CNY, reflecting a growth of 5.77% [2] - The industrial internet segment generated 524 million CNY, while the mobile internet gaming business contributed 810 million CNY [2] Group 2: Industrial Internet Business Development - The company has been engaged in the industrial material transportation sector since 2014, transitioning to intelligent services in 2018 [2] - The intelligent transportation business has a dedicated R&D team of over 90 personnel, focusing on digital transportation systems and intelligent operation services [3] - Key projects include smart transformation at Xincheng Steel and deployment at Shandong Steel's Rizhao base, establishing a foundation for intelligent upgrades in steel mills [3] Group 3: Technological Innovations and Product Offerings - The digital transportation system includes smart hardware products such as digital conveyor belts, smart online monitoring products, and 5G intelligent gateways [3] - The company aims to integrate cloud computing, big data, and AI technologies into traditional industries, enhancing operational efficiency and safety [4] - The intelligent operation services are designed to provide comprehensive solutions for material transportation, leveraging partnerships with leading companies in autonomous driving and AI [4] Group 4: Mobile Internet Business and Market Expansion - The mobile internet segment focuses on overseas distribution and operation of mobile network games, with a strong presence in markets like South Korea, Southeast Asia, and Europe [4] - The subsidiary Yihuan Network has been actively expanding its domestic game market, ensuring stable performance through resource support [4] - The company plans to launch several new games in 2021, including self-developed titles, to drive continuous growth [7] Group 5: Strategic Partnerships and Future Outlook - The company collaborates with Taga to explore integrated operations in open-pit mining, positioning itself as a major shareholder [5] - The intelligent mining sector is expected to grow significantly, with substantial market opportunities driven by government policies and industry demand [6] - Future strategies include enhancing R&D capabilities, expanding into new technologies like VR/AR, and maintaining a dual business model of mobile and industrial internet [8]